Fiduciary Family Office LLC Invests $23.58 Million in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Fiduciary Family Office LLC bought a new position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 269,987 shares of the exchange traded fund’s stock, valued at approximately $23,578,000. iShares 20+ Year Treasury Bond ETF accounts for approximately 6.9% of Fiduciary Family Office LLC’s portfolio, making the stock its 4th biggest holding.

Other institutional investors have also modified their holdings of the company. Fund Evaluation Group LLC purchased a new position in iShares 20+ Year Treasury Bond ETF during the second quarter valued at approximately $232,000. EverSource Wealth Advisors LLC grew its holdings in iShares 20+ Year Treasury Bond ETF by 150.1% in the second quarter. EverSource Wealth Advisors LLC now owns 4,605 shares of the exchange traded fund’s stock worth $437,000 after purchasing an additional 2,764 shares during the last quarter. Insigneo Advisory Services LLC purchased a new position in iShares 20+ Year Treasury Bond ETF in the second quarter worth $3,404,000. Toronto Dominion Bank grew its holdings in iShares 20+ Year Treasury Bond ETF by 1.6% in the second quarter. Toronto Dominion Bank now owns 73,670 shares of the exchange traded fund’s stock worth $6,761,000 after purchasing an additional 1,180 shares during the last quarter. Finally, AlTi Global Inc. grew its holdings in iShares 20+ Year Treasury Bond ETF by 12.0% in the second quarter. AlTi Global Inc. now owns 550,090 shares of the exchange traded fund’s stock worth $50,487,000 after purchasing an additional 58,759 shares during the last quarter. 73.32% of the stock is owned by hedge funds and other institutional investors.

iShares 20+ Year Treasury Bond ETF Trading Down 0.5 %

NASDAQ TLT opened at $87.51 on Thursday. The firm’s fifty day simple moving average is $89.47 and its two-hundred day simple moving average is $93.44. iShares 20+ Year Treasury Bond ETF has a 12-month low of $84.89 and a 12-month high of $101.64. The firm has a market capitalization of $51.81 billion, a P/E ratio of -7.14 and a beta of 0.06.

iShares 20+ Year Treasury Bond ETF Increases Dividend

The company also recently declared a monthly dividend, which was paid on Monday, December 23rd. Shareholders of record on Wednesday, December 18th were issued a $0.351 dividend. This is a positive change from iShares 20+ Year Treasury Bond ETF’s previous monthly dividend of $0.31. This represents a $4.21 annualized dividend and a yield of 4.81%. The ex-dividend date of this dividend was Wednesday, December 18th.

iShares 20+ Year Treasury Bond ETF Company Profile

iShares 20+ Year Treasury Bond ETF (the Fund) is an exchange-traded fund. The Fund seeks to track the investment results of an index composed of United States Treasury bonds with remaining maturities greater than 20 years. The Fund seeks to track the investment results of the Barclays U.S. 20+ Year Treasury Bond Index (the Underlying Index), which measures the performance of public obligations of the United States Treasury that have a remaining maturity of 20 or more years.